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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,341 | $175,257-94.1% | $149,717-93.1% | $139,456-92.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.15% | 166.70%-159.5pp | 134.41%-127.3pp | 373.45%-366.3pp |
| Employer contribution / active EE | $853 | $5,477-84.4% | $4,820-82.3% | $4,753-82.0% |
| Participant deferral / active EE | $2,134 | $6,521-67.3% | $5,682-62.4% | $6,711-68.2% |
| Admin fee / account holder | $1,739 | $16,156-89.2% | $13,213-86.8% | $11,407-84.8% |